ReferenceReferenceStandard adminv2.0.0source-verified

Record and route reference: from lead to renewal

Look up record identities, relationships, task entry routes and the state transitions that connect the software.

For
administrator
Owner
Commerce documentation owner
Applies to
Feeding Frenzy source inspected 2026-09-10
Reviewed
2026-09-10
LeadIDAccountIDBasketIDBasketItemIDProductRenewalID

Before you start

  • Use identifiers from your own installation. Braced values such as {id} are placeholders, not usable record numbers.
  • These are admin application routes. They are shown as text so the public website does not accidentally send you to a different application’s records.

Open in your admin application

Use your installation’s admin address with one of these routes. Replace {id} with the actual record identifier.

/lead?LeadID={id}/account?AccountID={id}/quote-edit?BasketID={id}/invoice?BasketID={id}/subscription?ProductRenewalID={id}
01

The commercial relationship

Lead → Account → Basket → BasketItem: the lead holds acquisition, ownership and communication context. Account is the commerce/billing entity. Basket is the commercial document. BasketItem connects an item, quantity and negotiated price to that basket.

SubscriptionPlan → Product → ProductRenewal → SubscriptionPayment: plan terms configure a sellable recurring product. A customer renewal tracks its lifecycle for an account. Payments and lifecycle operations are separate history records.

Product → ProductCategory / ProductPrice / ProductVendor / Inventory: these related records describe catalog organization, additional prices, supplier relationships and stock. A product-vendor association is not a purchase order.

02

State transitions to inspect

  1. Open quote

    Editable quote lines and notes. Account and product lookups require enabled records.

  2. Finalized order

    Convert to Order preserves BasketID and prevents open-quote editing. Finalization does not prove payment.

  3. Payment recorded

    Amount Paid and Balance describe the financial result. A browser interruption is not a conclusive transaction result.

  4. Fulfillment inspected

    Not Ready, Failed, Partially Fulfilled and Fulfilled describe the operational result. Recurring fulfillment can create a customer renewal.

  5. Recurring lifecycle managed

    Local Management, remote Gateway Status and Lifecycle are distinct. Suspension of management does not cancel billing.

Fields & records

Field / recordMeaning or use
Lead/lead?LeadID={id}; /lead-edit?LeadID={id}
Account/account?AccountID={id}; create from /account-insert?LeadID={id}
Product/product-edit?ProductID={id}
Quote / order/quote-edit?BasketID={id}; /basket-checkout?BasketID={id}
Invoice presentation/invoice?BasketID={id}; basket-backed, not a new InvoiceID workflow.
Subscription lifecycle/subscription?ProductRenewalID={id}; generic renewal detail may be a different presentation.

Verify the result

  • Check the customer/account and identifier on each transition.
  • Use current BasketID routes rather than obsolete InvoiceID or separate-quote conversion assumptions.

Troubleshooting

What you seeWhat to check or do
Old Wiki link points to a missing invoices articleUse the basket-backed order/payment guide here.
Copied route opens no recordReplace {id} with the correct record identifier from the intended admin installation.
Conflicting status labelsIdentify whether the label describes quote, payment, fulfillment, local management or gateway state.

Version & scope

Procedure checked against current Feeding Frenzy forms and services. Source verification is not a claim that a live payment, message, customer transaction or full operator run occurred.

Public guides describe shared controls, records and configuration boundaries using fictional data. Tenant URLs, credentials, customer records, provider identifiers and installation-only procedures belong in customer-controlled documentation and are excluded from public pages and search.

Version
2.0.0
Change source
Current Feeding Frenzy forms/services plus reconciled Wiki topics
Feedback key
guide:data-model
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Implementation references (4)
  • FeedingFrenzy.Commerce/Baskets/Quotes.cs
  • FeedingFrenzy.Admin/wwwroot/kScripts/Baskets/Basket.Checkout.ks.html
  • FeedingFrenzy.Admin/wwwroot/kScripts/ProductRenewals/ProductRenewal.SubscriptionLifecycle.PageLayouts.sql
  • FeedingFrenzy.Admin/wwwroot/Wiki/reference/commerce-data-model.md
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